RIL
MZTI

Rothschild Investment LLC’s The Marzetti Company MZTI Stock Holding History

Rothschild Investment LLC’s Portfolio MZTI Stock Details MZTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$287K Buy
2,513
+2,071
+469% +$249K 0.01% 770
2026
Q1 		$61.1K Buy
442
+355
+408% +$56.5K ﹤0.01% 1064
2025
Q4 		$14.3K Buy
87
+52
+149% +$8.68K ﹤0.01% 1445
2025
Q3 		$6.05K Buy
35
+12
+52% +$2.15K ﹤0.01% 1631
2025
Q2 		$3.97K Sell
23
-4
-15% -$690 ﹤0.01% 1621
2025
Q1 		$4.72K Buy
27
+16
+145% +$2.88K ﹤0.01% 1465
2024
Q4 		$1.91K Buy
11
+8
+267% +$1.46K ﹤0.01% 1832
2024
Q3 		$530 Sell
3
-3
-50% -$552 ﹤0.01% 2450
2024
Q2 		$1.13K Buy
6
+4
+200% +$764 ﹤0.01% 1596
2024
Q1 		$415 Buy
+2
New +$381 ﹤0.01% 1429

Other funds holding MZTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Rothschild Investment LLC's MZTI Position: Q2 2026 in Review

Rothschild Investment LLC increased its The Marzetti Company (MZTI) stake by 469% in Q2 2026, buying an estimated $249K and bringing the position to 2,513 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #770.

Rothschild Investment LLC first reported a position in MZTI in Q1 2024 and has held it in 10 quarters since. 133 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • Rothschild Investment LLC held 2,513 shares of The Marzetti Company worth $287K as of Q2 2026.
  • Rothschild Investment LLC bought 2,071 The Marzetti Company shares in Q2 2026, an estimated $249K.
  • The Marzetti Company made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #770 holding.
  • Rothschild Investment LLC first reported a position in The Marzetti Company in Q1 2024 and has held it in 10 quarters since.
  • 133 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.